Episode
Have $1M–$30M? Here's How to Grow, Protect, and Pass It Down (7 Steps)
- Podcast
- Managing Tech Millions
- Published
- Jun 16, 2026
- Duration seconds
- 548
- Processing state
not_requested- Canonical source
- http://www.managingtechmillions.com/
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Summary
You're Too Big for the App—and Too Small for the Family Office If your net worth sits somewhere between one and thirty million dollars, you're stuck in a place nobody built for you. Too big for the retail app on your phone. Too small for the single family office running things for the ultra-wealthy. So you default to the only option anyone ever handed you: give it all to an advisor, pay the fee year after year, and watch the accounts draw down—until the money runs out, or you do. There's a second path. Five years ago I built my own Micro Family Office on the same seven components that run hundred-million-dollar family offices—scaled to my situation. In this video I walk through every one, and how they lock together into a system you actually run. Here's what most people get wrong: you don't build all seven on day one, and the sophisticated version of a few is not what wins. Stick around to the end—I'll show you how to score yourself across all seven, so you know exactly where you stand and what to fix first. Let's keep building.